WDEPrincipal Securitized Debt ETF
Seeks current income and capital appreciation during periods of U.S. corporate credit spread widening.
By Principal Funds · Launched 2026
Annual Cost
0.19%
#840 of 5,942 · low cost
Fund Size
$20M
#4,476 of 5,942 · small
Dividend YieldGoal
—
Track Record
3 months
#5,528 of 5,942 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,064+0.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Active selection
Index tracked
Bloomberg US Securitized: MBS/ABS/CMBS Blended Index
What it actually holds
By weightConcentration
Top 1 holdings = 8.6% of fund✓ well diversified
State Street Instl US Govt MMkt PremierGVMXX
8.6%
Asset allocation
Bonds
105.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-1.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
4.3 years
Avg maturity
9.4 years
Credit ratings
US Government
19.2%
AAA
87.0%
AA
8.0%
A
2.5%
Other
2.5%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks current income and capital appreciation during periods of U.S. corporate credit spread widening.
- Strategy
- Actively manages a portfolio primarily invested in securitized credit investments, including mortgage-backed and asset-backed securities, to provide current income and capital appreciation. The Fund evaluates relative value across securitized debt sectors and may invest in derivatives for hedging and tactical positioning.
- Inception date
- May 21, 2026
- Fund family
- Principal Funds
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Data updated on 2026-08-24